Plan Ledger DOL Form 5500 · updated monthly

Barry University403(b)

BARRY UNIVERSITY DEFINED CONTRIBUTION PLAN · MIAMI SHORES, FL · plan year 2024

Reported admin expense ratio · 2024
0.18%

Barry University reported $224,402 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.19% to 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 277th-largest of 3,644 plans among Florida employers on file, and the 444th of 3,091 in educational services.

Plan summary
Net assets, end of year$122,502,610
Participants with balances909
Active participants418
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$134,766
Benefits paid to participants$12,045,012
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$122.5M · 909 accts
2023$121.9M · 970 accts
2022$117.3M · 1,051 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,586
Investment management$187,740
Total administrative$224,402
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
TIAA · Loan processing · Investment advisory (participants)$26,521
CAPFINANCIAL PARTNERS, LLC · Named fiduciary · Investment advisory (plan)$24,625
MARCUM LLP · Accounting / audit$12,794

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$224,402 · 0.18%
2023$212,275 · 0.18%
2022$249,671 · 0.19%
All plans at this employer2
BARRY UNIVERSITY DEFINED CONTRIBUTION PLAN403(b)
BARRY UNIVERSITY 401(K) PLAN401(k)
Same employer
Similar plansEducational Services · Florida
Laureate Education, Inc. FL$173.5M · 0.18%
Eckerd College, Inc. FL$153.7M · 0.03%
Full Sail, LLC FL$149.0M · 0.28%
Everglades College, Inc. FL$133.2M · 0.36%
Saint Leo University FL$119.3M · 0.14%
Lynn University, Inc. FL$102.2M · 0.08%
Img Academy Parent, LLC FL$101.1M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 590624364 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.